Benefit Plan Power of Attorney (2848)/Tax Information Authorization (8821) in Lacerte

Generating Form 2848 - Power of Attorney (POA)

1. Go to the section, Miscellaneous Forms, and then go to Screen 25, Power of Att. (2848)/Info Auth (8821).
2. Enter a 1 in the field, Print with complete return: 1= Form 2848, 2= Form 8821.
3. Complete the Representative #1 information.
   • Name
   • Street Address
   • City, State, Zip
   • CAF Number
   • Telephone Number
   • FAX Number
   • Designation
   • Licensing jurisdiction (state) or the licensing authority
   • Bar, license, certification, registration or enrollment number
   • Check any of the boxes that apply
4. Complete Representative #2, Representative #3, and Representative #4 (if applicable).
5. Scroll down to the Tax Matters subsections.
6. Enter the Type of tax, etc.
7. Enter the Tax form number.
8. Enter the Year(s) or period(s).
9. Scroll down to the Acts Authorized subsection.
10. Select the checkboxes that apply:
    • Access my IRS records via an Intermediate Service Provider
    • Disclosure to third parties
    • Signing a return due to disease or injury
    • Signing a return due to continuous absence from the US
    • Signing a return due to specific permission requested and granted
    • Substitute or add representatives